Aptus Quarterly Market Update: Q2 2026

by Aptus PM Team | Jul 1, 2026 | Appearances, Market Updates

Q2 2026 Market Update: Ready for Earnings Q2 recap, and look ahead to Q3, with JD Gardner, CFA & CMT, Dave Wagner, CFA, and John Luke Tyner, CFA. Topics: Iran, Inflation, Warsh Regime Earnings Outlook Helping Clients Stay Comfortable For our expanded thoughts on...

“Over the past 30 years, every time that the U.S. two-year Treasury yield crossed above the fed funds rate, the Federal Reserve’s next move was a hike”

by Marketing | Jun 25, 2026 | Market Notes, Media Notes

Treasury Yields, Dollar Turn Lower on U.S. Indicators

Warsh Lays Down the Law

by John Luke Tyner | Jun 18, 2026 | Blog, Bonds

The Federal Reserve left the Fed Funds rate unchanged in a 3.50%-3.75% range today, as expected. The dot-plot median forecast increased by 1/8 of a point this year and by ¼ point in both ‘27 and ’28. The longer-run median declined from 3.125% to 3.063%. Notably, there...

[Rising inflation with no serious labor market deterioration puts the Federal Reserve in a bind regarding rate cuts] “The Fed can’t really point to that like they could last year when we got a couple of cuts”

by Marketing | May 19, 2026 | Market Notes, Media Notes

Is the futures market getting ahead of itself on rate hikes?

Aptus Quarterly Market Update: Q1 2026

by Aptus PM Team | Apr 6, 2026 | Appearances, Market Updates

In this Q1 2026 recap and look ahead to Q2 2026, the Aptus Investment Team discussed: AI Pros and Cons Macro: Iran, Rates, Tariffs Earnings Outlook Helping Clients Understand For our expanded thoughts on the quarter, check out more resources below. Access Q1 2026...